Kimberly Van Winkle Portfolio
Invests via Twelve Points Wealth Management LLC | Managed by Kimberly Van Winkle, Stephen J. Bruno
Invests via Twelve Points Wealth Management LLC
Managed by Kimberly Van Winkle, Stephen J. Bruno
Automatically Tracked
Kimberly Van Winkle Profile
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
Investment Philosophy & Strategy
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
73.11%
Gain -0.89%
Monthly
0.91%
Yearly
11.5%
Drawdown
21.74%
$476.01M
Equity
Holdings
$476.01M
Investment
$398.71M
$91.48M
Profit -$1.63M
Realized
$14.18M
Unrealized
$77.31M
Dividends
$34.64M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$1.63M
Win %
75%
This Week
Compared To Last Week
Gain
0.27%
Profit
$1.3M
Win %
75%
This Month
Compared to last month
Gain
-0.81%
Profit
-$3.86M
Win %
75%
This Year
Compared to last year
Gain
4.92%
Profit
$22.34M
Win %
76%
ACHR Archer Aviation Inc.
+21.49%
+$19,616.15 
BSOL Bitwise Solana Staking Exchange Traded Product
+3.37%
+$6,764.07 
AKAM Akamai Technologies Inc.
+3.29%
+$8,223.9 
DINO HF Sinclair Corporation
+2.98%
+$55,028.8 
ETHW Bitwise Ethereum ETF
+2.92%
+$10,575.18 
AVGO Broadcom Inc.
+2.84%
+$9,792.91 
HOG Harley-Davidson Inc.
+2.78%
+$51,114.02 
JOBY Joby Aviation, Inc.
+2.77%
+$2,722.2 
PLTR Palantir Technologies Inc.
+2.36%
+$5,051.28 
SOUN SoundHound AI Inc.
+2.15%
+$1,489.99 
MSFT Microsoft Corp.
+2.11%
+$50,231.6 
BITB Bitwise Bitcoin ETF
+2.02%
+$12,238.09 
IBIT iShares Bitcoin Trust
+1.97%
+$4,009.72 
AIA iShares Asia 50 ETF
+1.89%
+$33,111.6 
GOOG Alphabet Inc
+1.8%
+$28,254.72 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.78%
+$24,518.4 
LYB LyondellBasell Industries N.V.
+1.72%
+$9,484.98 
GOOGL Alphabet Inc
+1.66%
+$44,668.8 
JBL Jabil Inc.
+1.63%
+$70,800.1 
MELI MercadoLibre, Inc.
+1.61%
+$7,270.82 
AIQ Global X Artificial Intelligence & Technology ETF
+1.6%
+$5,546 
RTX RTX Corporation
+1.59%
+$17,793.16 
IBM International Business Machines Corporation
+1.36%
+$16,721.52 
AMZN Amazon.com Inc
+1.33%
+$11,622.6 
ANET Arista Networks, Inc.
+1.31%
+$4,159.77 
ABT Abbott Laboratories
+1.3%
+$6,471.4 
TXN Texas Instruments Inc
+1.23%
+$33,263.03 
FSLY Fastly, Inc.
+1.21%
+$2,362.75 
SLV iShares Silver Trust
+1.16%
+$81,386.96 
EOG EOG Resources, Inc.
+1.15%
+$32,505.9 
RPG Invesco S&P 500 Pure Growth ETF
+1.13%
+$26,103.04 
VDE Vanguard Energy ETF
+1.08%
+$3,062.47 
XOM Exxon Mobil Corporation
+1.04%
+$37,010.7 
THNQ Robo Global Artificial Intelligence ETF
+1%
+$3,967.32 
V Visa Inc. Class A
+1%
+$19,471.01 
IEMG iShares Core MSCI Emerging Markets ETF
+0.78%
+$6,340.8 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
+0.77%
+$1,615.51 
MCHP Microchip Technology Incorporated
+0.76%
+$8,776.67 
BAH Booz Allen Hamilton Holding Corporation
+0.7%
+$2,278.84 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$2,222.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.65%
+$8,707.32 
FCX Freeport-McMoRan Inc.
+0.65%
+$13,810.72 
SWKS Skyworks Solutions Inc.
+0.65%
+$10,404.62 
JBSS John B. Sanfilippo & Son, Inc.
+0.64%
+$1,370.37 
IUSG iShares Core S&P U.S. Growth ETF
+0.6%
+$7,246.71 
META Meta Platforms Inc Class A
+0.58%
+$1,784.16 
OKE ONEOK, Inc.
+0.57%
+$17,305.03 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.55%
+$2,645.23 
RPD Rapid7 Inc.
+0.53%
+$910.13 
T AT&T Inc.
+0.5%
+$1,518.55 
JBLU JetBlue Airways Corporation
+0.46%
+$253.57 
NVDA NVIDIA Corporation
+0.42%
+$1,653.25 
FMF First Trust Managed Futures Strategy Fund
+0.34%
+$4,678.57 
ASA ASA Gold and Precious Metals Limited
+0.33%
+$50,748.64 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.31%
+$12,661.59 
HUN Huntsman Corporation
+0.3%
+$3,798.3 
TJX The TJX Companies, Inc.
+0.29%
+$585 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.28%
+$6,356.13 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$1,913.25 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+0.23%
+$7,893.78 
DBL DoubleLine Opportunistic Credit Fund
+0.21%
+$10,914.12 
MMM 3M Company
+0.2%
+$1,128.02 
PSK SPDR ICE Preferred Securities ETF
+0.18%
+$7,343.1 
FTLS First Trust Long/Short Equity ETF
+0.17%
+$1,491.23 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.17%
+$3,709.86 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.16%
+$406 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$1,148.24 
LRGF iShares U.S. Equity Factor ETF
+0.15%
+$1,203.93 
MAGS Roundhill Magnificent Seven Fund
+0.14%
+$5,150.97 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.12%
+$3,662.93 
IOO iShares Global 100 ETF
+0.11%
+$31,182.9 
IVV iShares Core S&P 500 ETF
+0.11%
+$4,006.13 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$1,705.06 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$511.71 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$3,063.3 
C Citigroup Inc.
+0.07%
+$574.11 
QCOM QUALCOMM Incorporated
+0.06%
+$1,257.52 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$9,515.86 
SCHB Schwab U.S. Broad Market ETF
+0.05%
+$624.75 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.03%
+$475.23 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$3,344.3 
TGT Target Corporation
+0.02%
+$290.13 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$7,852.49 
AEIS Advanced Energy Industries Inc.
+0.01%
+$36.99 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$1,288.49 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$984.45 
SHV iShares Short Treasury Bond ETF
+0.01%
+$520.49 
BRK-B Berkshire Hathaway Inc.
0%
+$21.95 
CTSH Cognizant Technology Solutions Corporation
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
NCZ
0%
$0 
PCMM
0%
$0 
CLF Cleveland-Cliffs Inc.
-4.31%
-$67,630.8 
CHH Choice Hotels International Inc.
-2.75%
-$19,058.85 
AAPL Apple Inc.
-2.7%
-$168,195.75 
MBLY Mobileye Global Inc.
-2.66%
-$3,141.88 
EMR Emerson Electric Co.
-2.21%
-$29,635.76 
CE Celanese Corporation
-2.2%
-$7,586.74 
PEP PepsiCo, Inc.
-2.14%
-$34,274.52 
LOW Lowe's Companies Inc.
-1.99%
-$5,727 
SERA Sera Prognostics Inc.
-1.95%
-$1,735.52 
HD The Home Depot, Inc.
-1.91%
-$4,765.64 
MRK Merck & Co., Inc.
-1.85%
-$31,577.48 
LIEN Chicago Atlantic BDC Inc.
-1.85%
-$4,721.94 
CARR Carrier Global Corporation
-1.83%
-$6,830.46 
GWW W.W. Grainger, Inc.
-1.68%
-$18,643.12 
WMT Walmart Inc.
-1.68%
-$3,914.88 
SNA Snap-on Inc.
-1.61%
-$14,280.01 
CC Chemours Co.
-1.6%
-$21,349.72 
LRCX Lam Research Corporation
-1.58%
-$5,158.4 
PSKY Paramount Skydance Corporation Class B Common Stock
-1.54%
-$2,680.7 
AI C3.ai Inc.
-1.48%
-$1,389.05 
MBIN Merchants Bancorp Inc.
-1.46%
-$16,614.1 
AVY Avery Dennison Corporation
-1.45%
-$6,270.52 
LEVI Levi Strauss & Co.
-1.4%
-$12,785.02 
MAC The Macerich Company
-1.39%
-$5,451.12 
SBUX Starbucks Corporation
-1.37%
-$14,698.65 
PPL PPL Corporation
-1.35%
-$4,361.6 
LLY Eli Lilly and Company
-1.32%
-$14,374.55 
JNJ Johnson & Johnson
-1.21%
-$35,229.78 
DIS The Walt Disney Company
-1.15%
-$4,708.12 
EBC Eastern Bankshares, Inc.
-1.13%
-$4,684.16 
KR Kroger Co.
-1.12%
-$8,068.5 
BDC Belden Inc.
-1.09%
-$21,878.1 
BEN Franklin Resources Inc.
-1.07%
-$51,973.6 
PCAR PACCAR Inc.
-1.07%
-$16,559.1 
GEF Greif Inc.
-1.02%
-$16,944.72 
BAC Bank of America Corporation
-0.97%
-$2,625.74 
AON Aon plc
-0.78%
-$4,178.88 
UNH UnitedHealth Group Incorporated
-0.76%
-$8,043.1 
PFE Pfizer Inc.
-0.76%
-$2,010.71 
AYI Acuity Brands Inc.
-0.75%
-$8,037.5 
BWA BorgWarner Inc.
-0.74%
-$21,356.52 
VNQ Vanguard Real Estate ETF
-0.69%
-$1,984.22 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.69%
-$60,767.79 
MSM MSC Industrial Direct Co., Inc.
-0.69%
-$7,721.94 
VSH Vishay Intertechnology Inc.
-0.69%
-$23,897.12 
KRO Kronos Worldwide Inc.
-0.68%
-$611.05 
EWBC East West Bancorp Inc.
-0.65%
-$3,998.52 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.62%
-$2,141.37 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.55%
-$17,263.28 
FMNB Farmers National Banc Corp.
-0.55%
-$3,178.8 
JPM JPMorgan Chase & Co.
-0.5%
-$26,536.16 
MCD McDonald's Corporation
-0.5%
-$3,536.41 
ABBV AbbVie Inc.
-0.49%
-$6,302.52 
CMI Cummins Inc.
-0.49%
-$7,422.12 
AXP American Express Company
-0.48%
-$7,906.84 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.48%
-$1,886.82 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.47%
-$2,754.72 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.47%
-$4,672.92 
DGRO iShares Core Dividend Growth ETF
-0.47%
-$61,026.44 
DHR Danaher Corporation
-0.46%
-$2,849.52 
EFA iShares MSCI EAFE ETF
-0.45%
-$1,083.76 
GILD Gilead Sciences Inc.
-0.44%
-$2,254.45 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$1,582.4 
RFV Invesco S&P MidCap 400 Pure Value ETF
-0.42%
-$2,599.28 
FE FirstEnergy Corp.
-0.41%
-$1,515 
REET iShares Global REIT ETF
-0.4%
-$3,404.57 
AOA iShares Core Aggressive Allocation ETF
-0.4%
-$1,681.3 
CSCO Cisco Systems, Inc.
-0.39%
-$16,382.52 
TROW T. Rowe Price Group, Inc.
-0.39%
-$2,205.84 
FINS Angel Oak Financial Strategies Income Fund
-0.35%
-$3,561.75 
APAM Artisan Partners Asset Management Inc.
-0.34%
-$10,596.43 
IJH iShares Core S&P Mid-Cap ETF
-0.34%
-$2,717.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$4,288.83 
CHRW C.H. Robinson Worldwide, Inc.
-0.33%
-$5,776.6 
DFTX Definium Therapeutics, Inc.
-0.32%
-$1,714.3 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.3%
-$17,902.56 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$817.22 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$1,250.28 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.28%
-$4,050.2 
SCHF Schwab International Equity ETF
-0.26%
-$1,011.08 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$2,366.47 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$2,383.92 
AMGN Amgen Inc.
-0.24%
-$2,682.24 
AVK Advent Convertible and Income Fund
-0.24%
-$1,043.52 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$752.21 
GDX VanEck Gold Miners ETF
-0.22%
-$574.24 
TXUE Thornburg International Equity ETF
-0.21%
-$3,307.54 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$2,589.41 
ATKR Atkore Inc.
-0.18%
-$3,182.79 
TRN Trinity Industries Inc.
-0.17%
-$2,404.74 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.13%
-$365.47 
RPV Invesco S&P 500 Pure Value ETF
-0.12%
-$1,483.58 
GLD SPDR Gold Shares
-0.11%
-$4,387.74 
IAU iShares Gold Trust
-0.11%
-$3,154.56 
HGER Harbor Commodity All-Weather Fund
-0.09%
-$3,901.65 
ADP Automatic Data Processing Inc.
-0.08%
-$607.59 
GLW Corning Incorporated
-0.07%
-$460.68 
IXUS iShares Core International Stock ETF
-0.07%
-$1,007.89 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$9,420.08 
DXC Dxc Technology Co.
-0.05%
-$447.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.05%
-$6,852.2 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.04%
-$4,527.84 
CAIE Calamos Autocallable Income ETF
-0.04%
-$1,037.8 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.04%
-$646.92 
MGA Magna International Inc.
-0.03%
-$324.66 
CR Crane NXT Co.
-0.02%
-$357.8 
EVN Eaton Vance Municipal Income Trust
0%
-$1.59 Events
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Dividends
Dividend Analysis
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| Trades 2837 | Longs Won 1671/2837 58% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,426.46 |
| Average Win $72,534.18 | Best Trade (Mar 31) $5.88M | Sharpe Ratio -60.98 |
| Average Loss -$25,491.87 | Worst Trade (Dec 31) -$539,671.44 | Z-Score 10.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 6d | Expectancy $32,245.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kimberly Van Winkle?
The largest contributions to the portfolio's profits come from the following stocks: ASA Gold and Precious Metals Limited - $7.44M, SPDR Bloomberg 1-3 Month T-Bill ETF - $6.49M, Iron Mountain Inc - $2.86M, iShares Gold Trust - $2.61M, and SPDR Gold Shares - $1.69M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Huntsman Corporation - $1.14M, LyondellBasell Industries N.V - $934,235.13, Cleveland-Cliffs Inc - $695,713.45, Chemours Co - $577,519.63, and The Trade Desk, Inc. Class A - $565,929.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Van Winkle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.64M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $6.49M, First Trust Preferred Securities and Income ETF - $1.43M, SPDR Blackstone Senior Loan ETF - $1.23M, VanEck IG Floating Rate ETF - $1.14M, and Nuveen S&P 500 Buy-Write Income Fund - $1.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Van Winkle's monthly returns?
Kimberly Van Winkle's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kimberly Van Winkle's strategy be considered aggressive or moderate?
Kimberly Van Winkle's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kimberly Van Winkle's strategy?
Kimberly Van Winkle's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
